Chairside Overview and AutoDial List - view Chairside Overview Screen, view Chairside Report. View AutoDial List Screen.
The Chairside Overview is designed to be presented to the doctor prior to entering the operatory. You add patients to a Chairside Overview list using the Chairside Overview and Routing Slip screen. After creating your patient list, you may then print out all their reports in one batch. This same list can be usede to generate an AutoDial List or print patient Routing Slips in bulk. The AutoDial List is designed to aid in calling the patients who had Chairside Overview reports generated.

Chairside Overview Report
The concept of the Chairside Overview Report is to print one for each patient that is going to be seen that day. Then the doctor will have the report on or before entering the operatory and be quickly updated concerning the patient that is about to be treated. From the Reports Menu click the Chairside Overview button and Chairside Overview and Routing Slip screen will open. Click the Add Patient button to add another patient to the list. There is no limit to the list. When you click the Add Patient button you will be presented with the usual Patient Search screen. You may add just one, or as many as you like. When you have added all the patients you want, click the Print or Print Preview button to print the reports in a batch. The reports print on separate sheets that are not connected. The Chairside Overview contains the most complete presentation of a patient’s information of all the Diamond Dental Software reports. The following information is displayed:

• Patient Name
• Patient Type
• Home and Work Phone
• Patient Comment
• Primary and Secondary Carrier
• Current Maximums and Deductibles for Primary and Secondary
• All Medical History line items
• All General Notes line items
• Responsible Party Name
• Billing Address
• Account Number
• Account Comments
• Special Account Designation (y/n)
• Collection Account Designation (y/n)
• Referral Source
• Assigned Doctor
• Time Payment Information
• Track Patient Portion (y/n)
• Auto Benefits (y/n)
• Balance, Due Now, Over 30,60,90
• Last Patient Payment Date
• Last Patient Payment Amount
• The Complete Patient Record (for the patient searched for)
• The Complete Account Ledger
• Detailing of Insurance Tracking (for the patient searched for)

Also included is a listing of all the patients in the account including:

• Name
• Patient Type
• Birthdate
• Work Complete (y/n)
• Any Insurance Outstanding
• Last Visit Date
• Months Until Recall